See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,767 | $180,449-68.5% | $154,107-63.2% | $135,375-58.1% |
| Participation rate | 52.9% | 87.4%-34.5pp | 83.0%-30.1pp | 82.6%-29.7pp |
| Annual return | -13.74% | 888.09%-901.8pp | 735.12%-748.9pp | 519.73%-533.5pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,090 | $5,806-12.3% | $5,081+0.2% | $5,609-9.3% |
| Admin fee / account holder | $3,203 | $16,143-80.2% | $13,411-76.1% | $10,827-70.4% |